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Almanack Investment Partners’s Sony SONY Stock Holding History

Almanack Investment Partners’s Portfolio SONY Stock Details SONY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,899
Closed -$227K – 199
2025
Q3 		$227K Buy
+7,899
New +$212K 0.04% 178

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Primecap Management
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Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Almanack Investment Partners's SONY Position: Q4 2025 in Review

Almanack Investment Partners sold out of Sony (SONY) in Q4 2025, closing a stake of 7,899 shares — an estimated $227K sold.

Almanack Investment Partners first reported a position in SONY in Q3 2025 and held it in 1 quarter. The position peaked at $227K in Q3 2025. 821 funds tracked by Wall St. Rank hold SONY as of Q4 2025.

  • Almanack Investment Partners reported no remaining Sony position as of Q4 2025 after selling out during the quarter.
  • Almanack Investment Partners sold 7,899 Sony shares in Q4 2025, an estimated $227K.
  • Almanack Investment Partners first reported a position in Sony in Q3 2025 and held it in 1 quarter.
  • Almanack Investment Partners's Sony position peaked at $227K in Q3 2025.
  • 821 funds tracked by Wall St. Rank held Sony as of Q4 2025.

Based on Almanack Investment Partners's 13F filing for Q4 2025, filed 29 Jan 2026.